Introduction: Top 40 Financial Planning Professionals Under 40 to Follow in 2021
Financial planning is becoming increasingly important in today’s world. With the ever-expanding range of investment options and the constantly changing economic climate, it’s essential to have someone with expertise to guide you. Here, we have compiled a list of the top 40 financial planning professionals under 40 whom you should follow in 2021. These experts have been selected using several criteria, such as their industry experience, educational background, and professional achievements.
Why is it important to follow financial planning professionals?
Financial planning professionals can help you manage your investments, track your progress towards your financial goals, and make informed decisions. They specialize in financial planning, retirement planning, estate planning, investment management, and tax planning.
When it comes to managing your finances and investments, it’s essential to have an expert by your side who can provide you with reliable, unbiased advice. With so much information available to us these days, it’s becoming increasingly difficult to distinguish between good and bad advice.
Moreover, financial planners can help you identify potential risks and minimize them to protect your investments, making sure you have a diversified portfolio that provides stability and growth.
The Top 40 Financial Planning Professionals to Follow in 2021
1. Ariel Assaraf, CFP® – Founding Partner and CEO of Sphera Financial
2. Ben Goss, CFA – Co-Founder and CEO of LifeYield
3. Laura González, CFP® – Founder and CEO of The Wealth Consulting Group
4. Rianka Dorsainvil, CFP® – Founder and CEO of Your Greatest Contribution
5. Sophia Bera, CFP® – Founder and CEO of Gen Y Planning
6. Jude Boudreaux, CFP® – Partner and Senior Financial Planner at The Planning Center
7. Blair duQuesnay, CFA, CFP® – Financial Advisor at Ritholtz Wealth Management
8. Douglas Boneparth, CFP® – Founder and President of Bone Fide Wealth
9. Anthony Isola, CFP® – Financial Advisor at Ritholtz Wealth Management
10. Brittney Castro, CFP® – Founder and CEO of Financially Wise, Inc.
Additional Professionals to Consider
11. Carrie Schwab-Pomerantz, CFP® – President of the Charles Schwab Foundation
12. Jorge Padilla, CFP®, EA – Founder and CEO of The Padilla Group
13. Ross Marino, CFP® – Founder and Senior Wealth Advisor at Young, Stovall & Company
14. Dennis Hong, CFA, CFP® – Director of Investments at CAPTRUST
15. Andrew Wang, CFP®, EA – Founder and CEO of Runnymede Capital Management
16. Eric Roberge, CFP® – Founder of Beyond Your Hammock
17. Sarah Fallaw – President of DataPoints LLC
18. Sophia Duffy, CFP® – Founder and CEO of Papillion Financial
19. Alex Chalekian, CFP® – Founder and CEO of Lake Avenue Financial
20. Dejan Ilijevski, CFP® – President and Investment Strategist at Sabela Capital Markets
Conclusion: Find Your Financial Planning Professional Today
In this rapidly changing world, it’s crucial to have a team of experts. Follow the top 40 financial planning professionals under 40 in 2021 to stay ahead in the financial game. These professionals are equipped with the latest knowledge, best tools, and technologies to help you navigate your financial journey. They can help you tailor your financial plan to meet your unique needs and goals while minimizing risk. Don’t wait to find your financial planning professional today.
